PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Assurance Manufacturing, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Assurance Manufacturing, Inc.

EIN 41-0904770-machinery-Latest filing 2025
Plans
3
Retirement
2
$86.2M assets
Health & Benefits
1
$1.7M premiums
Participants
410
9010 EVERGREEN BLVD - MINNEAPOLIS, MN 55433763-780-4252LinkedIn11-50 employeesmachinery
Plans on this EIN
3 filings
#003ESOP-$67.9M - 154 part#002401(k)-$18.3M - 134 part#501Fully insured-$1.7M - 193 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $86.2M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#003)$67.9M
  • PROFIT SHARING PLAN (#002)$18.3M
Total $86.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • WELLS FARGO BANK, N.A.$67.9M
  • (Not disclosed)$18.3M
Total $86.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)154
  • PROFIT SHARING PLAN (#002)134
Total 288Select a row to open it

Benefits portfolio analytics

1 plan / $1.7M premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$101K
  • Long-term disability$101K
  • Dental$93K
  • Vision$7K
Total $1.7M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

ASSURANCE MFG CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$67.9M
Participants154
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.3M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE ASSURANCE MANUFACTURING, INC. GROUP BENEFIT PROGRAM

Fully insured - HEALTHPARTNERS INSURANCE COMPPANY

Premiums$1.7M
Covered lives193
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003ASSURANCE MFG CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$67.9M1542025
#002THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN401(k)$18.3M1342025
  • ASSURANCE MFG CO. INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$67.9M
    #003 · ESOP · 2025154
  • THE ASSURANCE MANUFACTURING COMPANY, INC. 401(K) PROFIT SHARING PLAN$18.3M
    #002 · 401(k) · 2025134

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE ASSURANCE MANUFACTURING, INC. GROUP BENEFIT PROGRAMFully insuredHEALTHPARTNERS INSURANCE COMPPANY$1.7M1932024
  • THE ASSURANCE MANUFACTURING, INC. GROUP BENEFIT PROGRAM$1.7M
    #501 · Fully insured · HEALTHPARTNERS INSURANCE COMPPANY · 2024193
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica